Part-Time Student Associate

Hub International; West Chester (Chester County); On-site; USD 20,000 - 29,000; Part time

Job summary

Legacy Planning, a division of HUB International Northeast, is seeking a Part-Time Student Associate to join the team near campus. You’ll work with leading financial advisors and gain experience in advanced financial planning, investment management, insurance, and estate plan design.

Flexible hours align with your class schedule. The role requires a full-time WCU student in a business field who can work 18 hours per week during school and 20 hours in breaks, with a minimum 3.0 GPA.

Qualifications

• Full-time WCU student studying in a business-related field who is looking to pursue a career in financial services
• Ability to work 18 hours/week while school is in session and 20 hours/week during summer and winter breaks
• Minimum GPA of 3.0 for consideration
• Proficiency in Microsoft Office (Excel, Word & Outlook)

Responsibilities

• Prepare client review meeting deliverables and supporting documentation
• Coordinate and execute on team marketing efforts
• Support representative-based projects and initiatives
• Complete meeting follow-up actions in accordance with compliance standards in a timely manner
• Research industry-wide financial information and market trends to update advisors on trends affecting their clients
• Gain exposure to finance research and planning software including eMoney and Morningstar

Skills

Excel

Word

Outlook

Education

WCU student (business-related field)

Job description

A path for every ambition. At HUB, we believe the best work happens when people are given real space to grow and then given the autonomy to exercise it. We power progress and protect ambition: for the clients who count on us, and equally for the people who make that possible every day. We’re creative thinkers and determined doers, guided by values that show up in how we work together: with empathy, adaptability, accountability and a genuine commitment to one another’s success. We foster bold ideas, celebrate curiosity and share what we know. Because when people grow, the work they do grows with them. Our purpose is deeply human: to help people navigate the world on their terms, at their speed, toward their future. We hold that same commitment to the people building careers here. Whether you’re starting out or leveling up, you’ll find the resources to evolve, the support to take on more and a team ready to back you at every stage. Your ambition has a home here.

Legacy Planning (A division of Hub International Northeast) is seeking a Part-Time Student Associate to join our team! This position will provide an opportunity to work amongst leading financial advisors and gain valuable experience in advanced financial planning, investment management, insurance, and estate plan design. Learn how wealthy and successful families manage their affairs. Legacy is located within walking distance of campus and offers flexible hours to accommodate your class schedule.

Responsibilities

• Prepare client review meeting deliverables and supporting documentation
• Coordinate and execute on team marketing efforts
• Support representative-based projects and initiatives
• Complete meeting follow-up actions in accordance with compliance standards in a timely manner
• Research industry-wide financial information and market trends to update advisors on trends affecting their clients
• Gain exposure to finance research and planning software including eMoney and Morningstar

Work Environment

• Fast-paced office environment with advisors and staff working side-by-side
• Business casual attire

Requirements

• Full-time WCU student studying in a business-related field who is looking to pursue a career in financial services
• Ability to work 18 hours/week while school is in session and 20 hours/week during summer and winter breaks
• Minimum GPA of 3.0 for consideration
• Ability to demonstrate proficiency in Microsoft Office (specifically Excel, Word & Outlook)

Compensation

• $18/hour

What we offer you

We invest in your growth. HUB offers structured training, licensing support, and ongoing development opportunities designed to accelerate your career. Benefits and programs vary based on employment status, role, location, and applicable eligibility requirements. Competitive pay with comprehensive health benefits, retirement savings matching, and company-paid life and disability plans Generous paid time off, paid parental leave and a wellbeing program designed to support real work/life balance A collaborative, high-performing culture with meaningful engagement, community impact through HUB Gives and genuine room to grow your career The HUB difference HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.

Equal Employment Opportunity

HUB International Limited is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.

Reasonable Accommodations

HUB International Limited is committed to providing reasonable accommodations to qualified individuals with disabilities throughout the application and hiring process. If you need a reasonable accommodation to access our career site, complete an application, or participate in any part of the hiring process, please contact the Recruiting Team at [e-mail]. This contact information is for accommodation requests only and should not be used to inquire about the status of an application.

E-Verify

HUB International Limited participates in E-Verify. Please refer to Our Recruiting Process | Applicant Notices: E-Verify Program for additional information. HUB International is one of North America's largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada - through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.